+78.3%
SWK vs WING
-29.6%
+108.0%
-26.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.7% | +1.0% | -0.5% |
| 7D | -2.3% | -0.5% | -1.8% | -2.2% |
| 30D | +30.4% | +32.3% | -1.9% | +25.8% |
| 3M | +12.1% | +50.2% | -38.0% | +6.1% |
| 6M | +49.1% | +31.7% | +17.4% | +44.3% |
| YTD | +60.4% | -29.6% | +90.1% | +68.3% |
| 1Y | +78.3% | -29.7% | +108.0% | +85.2% |
| All | +78.3% | -29.6% | +108.0% | +85.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WING.
Daily Out/Under-Performance
Portfolio return minus WING return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WING return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded WING wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling